RA
PPL

Rational Advisors’s PPL Corp PPL Stock Holding History

Rational Advisors’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-46
Closed -$1K – 511
2020
Q3 		$1K Sell
46
-467
-91% -$12.6K ﹤0.01% 555
2020
Q2 		$13K Buy
+513
New +$13.3K 0.01% 338
2020
Q1 		– Sell
-1,159
Closed -$42K – 434
2019
Q4 		$42K Sell
1,159
-7,350
-86% -$246K 0.02% 368
2019
Q3 		$268K Buy
8,509
+209
+3% +$6.32K 0.1% 199
2019
Q2 		$258K Buy
8,300
+3,164
+62% +$98.1K 0.09% 187
2019
Q1 		$163K Buy
5,136
+547
+12% +$17K 0.04% 219
2018
Q4 		$130K Buy
4,589
+4,563
+17,550% +$139K 0.04% 222
2018
Q3 		$1K Sell
26
-83
-76% -$2.42K ﹤0.01% 505
2018
Q2 		$3K Sell
109
-80
-42% -$2.21K ﹤0.01% 419
2018
Q1 		$5K Buy
+189
New +$5.63K ﹤0.01% 418
2013
Q4 		$262K Sell
9,341
-32,961
-78% -$930K 0.02% 445
2013
Q3 		$1.2M Sell
42,302
-39,940
-49% -$1.15M 0.09% 300
2013
Q2 		$2.32M Buy
+82,242
New +$2.38M 0.19% 178

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Rational Advisors's PPL Position: Q4 2020 in Review

Rational Advisors sold out of PPL Corp (PPL) in Q4 2020, closing a stake of 46 shares — an estimated $1K sold.

Rational Advisors first reported a position in PPL in Q2 2013 and held it in 13 quarters. The position peaked at $2.32M in Q2 2013. 794 funds tracked by Wall St. Rank hold PPL as of Q4 2020.

  • Rational Advisors reported no remaining PPL Corp position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 46 PPL Corp shares in Q4 2020, an estimated $1K.
  • Rational Advisors first reported a position in PPL Corp in Q2 2013 and held it in 13 quarters.
  • Rational Advisors's PPL Corp position peaked at $2.32M in Q2 2013.
  • 794 funds tracked by Wall St. Rank held PPL Corp as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.